JPMorgan Sees Strong AI Demand for CoreWeave
JPMorgan says CoreWeave’s AI demand remains very strong, driven by long-term contracts and limited compute supply, while keeping a Neutral rating.
JPMorgan says CoreWeave’s AI demand remains very strong, driven by long-term contracts and limited compute supply, while keeping a Neutral rating.
Barclays downgraded HP to Underweight, cutting its price target to $18, citing weak PC and printing demand and limited growth catalysts.
Micron shares rise premarket after director Teyin Liu buys $7.8M worth of stock, signaling confidence as chip stocks rally.
Rosenblatt gives Quantum Computing a Buy rating with $22 target, highlighting its strong quantum assets and growth in photonics and computing.
JPMorgan upgrades F5 to Overweight with a $345 target, citing strong post-incident execution and upside potential in earnings.
Wells Fargo upgrades Broadcom, KLA Corp., Lam Research, and Analog Devices to Overweight, citing strong growth potential, supply-demand dynamics, and positive market momentum.